Calendar

• March

  31 - Deadline for reporting IRA excess contributions to Principal Trust. Any clearing firm, brokerage firm or other individual providing transactional data must notify Principal Trust of IRA contributions in excess of limits for timely processing of refunds.

  31 - Principal Trust sends Form 1099-R, 1099-Q, and 1099-SA information to the IRS. Any corrections to the data previously reported to us for prior tax year distributions will result in a corrected form issued after this date.